Testimonials
Building Trust and Confidence: Dave and Kim’s Story
In this heartfelt testimonial, Dave and Kim talk about their experience with us and why they count on us to handle their finances. From personalized advice to a partnership built on transparency and understanding, hear how SRQ Wealth has helped them feel confident and secure in their financial journey.
Aymii C.
“I was a first time investor when I began working with SRQ Wealth, and they have held my hand through every step of the process, and I had LOTS of questions. They go above and beyond, and even help me think about, and find resources, outside of the traditional “investment” needs that help cover the scope of my full current and future life needs.
I reside in Colorado and they are located in Florida – I have not found this logistic to be an issue at all. I highly recommend them, even if you’re not a local!”
Jeremiah F.
“These guys take customer service to another level. Finding people you can trust to help guide you financially and provide value is not easy. The team at SRQ Wealth are phenomenal. I can’t say enough good things about Justin’s ability to explain high level market strategy and still listen to my concerns.”
Susan G.
“My only regret is that I waited too long to work with SRQ Wealth. Their culture, helpful concierge-type service, and accessibility are A++. I highly recommend them to anyone who needs and wants valuable help with their financial planning.”
Toby D.
“The SRQ Wealth team have cared for my finances for over 10 years. They are available and responsive whenever I have a question or a new need. I always feel that we deal with my needs and agenda, not a cookie cutter solution. I couldn’t recommend them more highly.”
Cynthia F.
“The Team at SRQ Wealth has successfully assisted me in setting up a wealth management plan for myself and my daughters. They are interested in assisting one achieve their overall life goals, and achieving financial freedom at the same time. Trusted Team!”
Juliette V.
“If you’re looking for an educated. comfortable experience where you can feel confident that your nest egg is in good hands, look no further. From day 1 both Steve Martin and Taylor Wald took the time to walk me through their process. I had been hesitant to let someone manage my savings. Steve demonstrated he and his team have the knowledge to help me take the necessary steps to secure a comfortable retirement and organize my estate planning. They present no sales pitch, just the facts. Glad I finally made the decision.”
Steve P.
“I am very thankful I found SRQ Wealth. I have had the pleasure of working with them for the past year. As a novice to financial planning, I appreciate their attention to detail and walking me through all the steps. Justin does an excellent job in answering all my questions and explaining our overall plan in ways I understand. SRQ Wealth’s biggest strength is their personal touch. You can tell the entire staff has passion for their job and as a client I feel like I am part of their family. As soon as you walk in their office, you are greeted by Dana with a smile and made to feel welcomed. Even the staff that you don’t interact with on a regular basis will address you by name and take the time to interact with you. Since working with SRQ Wealth, I have felt the most financially secure I ever have. I would highly recommend SRQ Wealth for any of your financial needs especially if you seek a very personalized touch.”
Kelly R.
“As a young couple that is new to investing and planning for retirement the SRQ is beyond helpful. Karin and her team are patient and thorough. We feel confident knowing our long term financial goals are on track with people who truly care.”
Tom C.
“The team at SRQ Wealth begins the financial planning process with you front and center. Their first question is: “What are your goals and dreams?” Once that is understood, they bring their considerable skills to bear helping you build the financial resources needed to make those dreams a reality.”
Mayon A.
“Courteous, dependable staff that are very knowledgeable and resourceful. I have recommended this group to all my friends.”
David K.
“I have been a client of SRQ Wealth for nearly 5 years and am very pleased with them. The meetings we have are extremely productive, their investment strategies are great and the office staff is very attentive. I have the utmost confidence in them.”
Robert R.
“For many years we have relied on SRQ Wealth Management to provide a steady clear path toward achieving our goals in an orderly professional manner. Its like having a personal CFO on call 24/7”
Shelby B.
“I would definitely recommend their services to anyone considering. I work with Justin who was kind and trustworthy from the beginning, and I feel confident about my financial future thanks to working closely with Justin and his team!”
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use.